Wealth Transfer Planning
Being a Wise Steward of an Inheritance
Inheriting wealth can change your life dramatically. Are you prepared to steward those resources wisely and responsibly? Brian Cochran and Cole Leonida discuss ways individuals can better prepare their family members for a lifetime of healthy money habits, and how young people can ready themselves for the future.
Successful Succession Planning
Too many businesses stumble at the point of succession. Unspoken assumptions about who will take the helm of a company can lead to last-minute surprises and disappointments. Succession built on an unsteady foundation can create instability for everyone on a team. But when succession is planned carefully and handled as a collaboration between successor and…
ABQ Connect: National Christian Foundation Study
Over the next 25 years, a tremendous transfer of wealth is expected to take place between generations within families and through donations to charities. The National Christian Foundation surveyed Christians to find out how they feel about this transfer of wealth and what guides their giving. Brian Cochran joins KLYT to discuss the results of…
A Widow’s Guide to Finance Webinar
A Widow’s Guide to Finances John Moore Associates recently had the pleasure of hosting Miriam Neff, founder of Widow Connection, for a webinar to help widows navigate their finances. Miriam encourages those who have lost a spouse to prioritize your needs first and the needs of your family second. Surrounding yourself with a ‘board of…
A Widow’s Guide to Finance
Becoming a widow is one of the most challenging milestones in one’s life. While reeling from grief and a new void in their life, a widow now must take on financial responsibilities that she might not have had to do in the past. Brian Cochran discusses why keeping your financial advisory circle small is a…